Have you ever heard of the Jevons paradox? It's when a resource becomes more efficient to use, total consumption of that resource often rises rather than falls.
Wall Street has always cared about earnings surprises — but this quarter, the stakes got noticeably higher. What’s driving this asymmetry?
When you dig into where global corporate profits are actually coming from in 2026, semiconductors don’t just show up near the top of the list. They account for nearly half of the entire leap in MSCI AC World earnings this year.
For the first week since the war in Iran began, a sector other than energy led the market higher. In fact, the State Street Energy Select Sector SPDR ETF (XLE) was the worst-performing sector last week. So, what’s the story here?